The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Jay Papernick

The "GM"

Jay’s been at this for more than 20 years. He’s seen the industry change, markets change, products come in and out of fashion and has managed to help his clients grow and adapt at each step of the way. While starting off strictly as an Investment Advisor, Jay evolved into a true Generalist. Being able to identify where clients need to focus and help them clearly shape their goals and dreams while pointing out the risks has become Jay’s expertise. Every client should be “slightly uncomfortable” when it comes to their finances – this is one of Jay’s philosophies that has worked for the hundreds of families he’s dealt with over his career. Jay is a proud father and husband and works in his community in many different capacities – on the Board of his synagogue, running fundraisers for SickKids and more.

Read a special message from Jay: Dreams Come True – It Starts With Me

Recent Posts

Tip of the AI Iceberg

Mar 26, 2024

You ain’t seen nothing yet! AI as we know it is still in its infancy. Get ready for unparalleled growth as AI shapes the future of work, health, leisure, and so much more....

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When a wealth plan is fluid

Mar 21, 2024

Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....

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Planning for market volatility

Mar 21, 2024

Do you shudder when you hear “volatility?” See how you can be prepared financially and psychologically for market swings—and that includes remembering volatility’s upside....

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

1 Yorkdale Rd Suite 310
Toronto, Ontario
M6A 3A1 Canada